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AB Ultra Short Income ETF

74 hedge funds and large institutions have $1.23B invested in AB Ultra Short Income ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

4% less funds holding

Funds holding: 7774 (-3)

6% less capital invested

Capital invested by funds: $1.31B → $1.23B (-$72.9M)

6.5% less ownership

Funds ownership: 89.92%83.42% (-6.5%)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
74
Holders Change
-3
Holders Change %
-3.9%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
35
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
26
Flagship Harbor Advisors
Massachusetts
$2.45M -$1.39M -27,422 -36%
SA
27
Sanctuary Advisors
Indiana
$2.28M +$501K +9,901 +28%
NA
28
NewEdge Advisors
Louisiana
$2.15M +$374K +7,396 +21%
QPW
29
Quantum Private Wealth
Florida
$1.95M +$1.18M +23,252 +152%
LWA
30
Lowe Wealth Advisors
Maryland
$1.38M -$22.1K -437 -2%
WA
31
WPG Advisers
Maryland
$1.36M +$91.7K +1,813 +7%
UWM
32
USAdvisors Wealth Management
Minnesota
$1.34M +$21.6K +427 +2%
Jane Street
33
Jane Street
New York
$1.33M +$1.33M +26,310 New
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$1.33M -$23.5K -464 -2%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$1.32M -$87.9K -1,739 -6%
AW
36
Alteri Wealth
California
$1.21M +$204K +4,028 +20%
TC
37
Trilogy Capital
California
$1.07M +$1.11K +22 +0.1%
VA
38
VestGen Advisors
Illinois
$1.04M +$76K +1,502 +8%
CIA
39
Concurrent Investment Advisors
Florida
$962K +$380K +7,520 +66%
TF
40
TME Financial
California
$955K +$34.6K +684 +4%
EH
41
Equitable Holdings
New York
$910K +$271K +5,357 +43%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$856K -$46K -909 -5%
CAM
43
Cozad Asset Management
Illinois
$849K -$28.6K -566 -3%
PTC
44
Private Trust Company
Ohio
$815K
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$812K +$42K +830 +5%
MOS
46
MGO One Seven
Ohio
$791K +$789K +15,600 New
HWM
47
Horizon Wealth Management
Illinois
$758K +$757K +14,960 New
IWC
48
Integrated Wealth Concepts
Massachusetts
$703K -$1.91M -37,763 -73%
GVAG
49
Great Valley Advisor Group
Delaware
$690K -$45.5K -900 -6%
EWA
50
Encompass Wealth Advisors
Oregon
$657K +$3.03K +60 +0.5%

YEAR Hedge Fund Activity: Q3 2025 in Review

74 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q3 2025, worth a combined $1.23B — down 5.6% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of YEAR and 7 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 35 added.

The largest buyer was Kensington Asset Management, adding an estimated $20.1M. The largest seller was AllianceBernstein, cutting an estimated $56.2M.

  • 74 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q3 2025, down from 77 in Q2 2025.
  • Funds reported $1.23B of AB Ultra Short Income ETF stock for Q3 2025, down 5.6% quarter-over-quarter.
  • 7 funds opened new AB Ultra Short Income ETF positions in Q3 2025 and 8 closed out, a net change of -1 holder.
  • The largest AB Ultra Short Income ETF buyer in Q3 2025 was Kensington Asset Management, an estimated $20.1M added.
  • The largest AB Ultra Short Income ETF seller in Q3 2025 was AllianceBernstein, an estimated $56.2M sold.

Based on aggregated 13F filings for Q3 2025.